Documentero
9 min
documentero is a tool for generating, editing, and managing documents online integrating documentero with make com allows users to automate document creation, editing, and sharing workflows directly from other apps and services this is ai generated content based on official documentero documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact documentero https //documentero tawk help/article/integrate with documentero cloud api directly requirements to use the documentero app in make, you must have an active documentero account and an api key, create your account on documentero https //documentero com/ for subscription, refer to the documentero pricing page https //documentero com/ connect documentero and to get started, you must first create a connection between documentero and , allowing the two services to communicate obtain your api key in your documentero account create the connection in make obtain your api key in your documentero account before you create the connection in , you should first obtain your api key in your documentero account to obtain your api key click on your user avatar in the header bar select the account link from the dropdown menu click regenerate api key to generate a new api key if needed copy the api key displayed on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //docs documentero com/documentation/general/manage account and plans create the connection in account https //www make com/en/register , add the documentero module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your documentero account or follow the on screen instructions to create the connection for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page documentero modules after connecting to the documentero app, you can choose from a list of available modules to build your generate document creates word, excel, or pdf documents by filling in a predefined template with your data generate document and send as email attachment creates word, excel, or pdf documents from a selected template and emails them as attachments to the specified recipient make an api call executes a custom api request to the connected service using your authorized credentials templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created documentero resources you can have access to more resources related to this app on the following links documentero topics on make community https //community make com/search?q=documenterodocumentero website https //documentero com/documentero api documentation https //documentero tawk help/article/integrate with documentero cloud apidocumentero page on make https //www make com/en/integrations/documentero